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All-Cap Growth ESG

TIAA Investments
windmills on mountains

Strategy description

All-Cap Growth ESG seeks to provide competitive, long-term investment returns by combining ESG criteria and fundamental research to build an actively managed equity portfolio of companies with long-term growth rates, while managing potential ESG-related risks and opportunities, and involvement in controversies. 1

Asset class: Responsible investing

For term definitions and index descriptions, please access the glossary in the footer.

At-a-glance

Benchmark Russell 3000® Growth Index
Number of positions Generally 45 - 75
Tracking error 300 - 700 basis points
Market capitalization Generally above $1B at time of purchase
Maximum position size Up to 5% active position relative to benchmark
Sector weight +/-15% vs. benchmark
Country restrictions Maximum 20% in ADRs


   

Investment process

The investment process seeks to identify companies with strong fundamentals that exhibit earnings growth. After considering explicit ESG criteria, the investment team utilizes bottom-up stock selection to create a portfolio of companies with “misperceived” upside potential by the market. Multi-level risk controls maintain a consistent approach and adherence to investment guidelines.

1 Environmental, social and governance (ESG) refers to three central factors in measuring the sustainability and ethical impact of an investment in a company or business.

A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives. 
 
SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.

Check with your financial advisor for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.

A word on risk

All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. It is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. The Strategy is subject to certain risks, such as market and investment-style risks. Please consider all risks carefully prior to investing. Because its ESG criteria excludes some investments, the Strategy may not be able to take advantage of the same opportunities or market trends as strategies that do not use such criteria. Investments in small-to medium-sized corporations are more vulnerable to financial risks and other risks than larger corporations and may involve a higher degree of price volatility than investments in the general equity markets. 

The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA-CREF Investment Management, LLC.